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Schubert & Co’s Sysco SYY Stock Holding History

Schubert & Co’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-122
Closed -$9.42K – 1340
2023
Q1 		$9.42K Sell
122
-39
-24% -$2.99K 0.01% 233
2022
Q4 		$12.3K Buy
161
+36
+29% +$2.91K 0.01% 185
2022
Q3 		$9K Sell
125
-25
-17% -$2.08K 0.01% 220
2022
Q2 		$13K Buy
150
+104
+226% +$8.71K 0.01% 149
2022
Q1 		$4K Buy
46
+21
+84% +$1.7K ﹤0.01% 227
2021
Q4 		$2K Buy
+25
New +$1.92K ﹤0.01% 451

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schubert & Co's SYY Position: Q2 2023 in Review

Schubert & Co sold out of Sysco (SYY) in Q2 2023, closing a stake of 122 shares — an estimated $9.42K sold.

Schubert & Co first reported a position in SYY in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2022. 1,425 funds tracked by Wall St. Rank hold SYY as of Q2 2023.

  • Schubert & Co reported no remaining Sysco position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 122 Sysco shares in Q2 2023, an estimated $9.42K.
  • Schubert & Co first reported a position in Sysco in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Sysco position peaked at $13K in Q2 2022.
  • 1,425 funds tracked by Wall St. Rank held Sysco as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.